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Let's Make A Plan Together

With investing and planning, there is so much conflicting information. We simplify the information to provide a clear sound direction that aligns your finances with your faith. Our proven system supplies you with the confidence, joy, and peace you are looking for as we together pursue your God given dreams. This is more than just enhancing your wealth; it is about enhancing your life, your relationships, and your legacy. 

You can trust in Dustin's knowledge knowing he has over 25 years of experience and has earned and maintained these important financial designations: Certified Financial Planner®, Certified Kingdom Advisor®, and Certified College Funding Specialist®.  You can believe in Dustin's investment recommendations for you hire and compensate him for either his time or by a small monthly percentage from the assets he oversees for you.  Plus, as an independent self-employed advisor with the support of a large award-winning national advisory firm; Dustin is free from the pressure of pushing specific company-sponsored products.  

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Sound Financial Strategies For Today's Markets

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Your Road-Map To Endless Horizons

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

Dustin is part of the SmartVestor® program, which is recommended by Dave Ramsey and the Ramsey Solutions organization to help you connect with investing professionals for help with retirement, college savings and other investments.

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